Group 1: Financial Performance - The company reported a loss in Q1 2024 due to market environment, product structure optimization, and customer selection adjustments, leading to a short-term decline in sales [1] - In 2023, the company's operating income and net profit decreased due to adverse macroeconomic conditions, geopolitical changes, and industry cycles, with the power semiconductor market being in a low cycle [2] - The company's R&D expenses for 2023 were CNY 36.02 million, a year-on-year increase of 58.55% [3] Group 2: Strategic Measures - The company plans to enhance operational management, strengthen core competitiveness, and improve internal value to create sustainable returns for shareholders [2] - Specific measures include promoting technological innovation, expanding market reach, and developing targeted marketing strategies to improve operational performance [3] - The company aims to focus on high-reliability, new energy, energy storage, and smart grid applications to enhance product competitiveness [4] Group 3: R&D and Product Development - The company will continue to focus on power semiconductor design, R&D, and sales, particularly in industrial control, high reliability, and consumer electronics [3] - Future R&D priorities include expanding product lines and enhancing core technology accumulation, with a focus on basic research and advanced technology applications [4] - The company has made progress in SiC power devices, with a successful transition to industrialization and a 1200V SiC MOSFET process platform entering trial production [5] Group 4: Risk Management - The company emphasizes the importance of protecting investor interests, particularly for small investors, by improving corporate governance and internal control systems [4] - It has established stable supply chains with domestic wafer manufacturers and packaging/testing vendors to ensure product quality and timely delivery [4]
锴威特(688693) - 苏州锴威特半导体股份有限公司投资者关系活动记录表